CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,959
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$39.1M
3
+$31M
4
F icon
Ford
F
+$23.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$20.6M

Top Sells

1
+$36.5M
2
+$23.9M
3
+$15.7M
4
TSLA icon
Tesla
TSLA
+$13.6M
5
COIN icon
Coinbase
COIN
+$13M

Sector Composition

1 Technology 17.06%
2 Financials 12.55%
3 Consumer Discretionary 11.2%
4 Communication Services 8.56%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$18K ﹤0.01%
28
+4
1502
$18K ﹤0.01%
270
-30
1503
$18K ﹤0.01%
1,497
-3,043
1504
$18K ﹤0.01%
17,022
-16,053
1505
$18K ﹤0.01%
300
+200
1506
$18K ﹤0.01%
1,799
+18
1507
$18K ﹤0.01%
2,753
-7,745
1508
$18K ﹤0.01%
246
-7,457
1509
$18K ﹤0.01%
+401
1510
$18K ﹤0.01%
5,118
+5,071
1511
$18K ﹤0.01%
600
-1,293
1512
$18K ﹤0.01%
1,821
-8,851
1513
$18K ﹤0.01%
1,171
-8,389
1514
$18K ﹤0.01%
+1,700
1515
$18K ﹤0.01%
2,600
1516
$18K ﹤0.01%
1,599
+1,156
1517
$18K ﹤0.01%
88
-146
1518
$17K ﹤0.01%
202
-637
1519
$17K ﹤0.01%
841
1520
$17K ﹤0.01%
4,458
-7,223
1521
$17K ﹤0.01%
2,200
-6,500
1522
$17K ﹤0.01%
10
+1
1523
$17K ﹤0.01%
403
-127
1524
$17K ﹤0.01%
200
+100
1525
$17K ﹤0.01%
206
+163
59 60
61
62 63